“Even well-resourced networking firms in complementary networking markets are unlikely to be robust alternate options to Cisco and HPE instantly, as a number of face reputational headwinds and haven’t developed the distribution networks for speedy progress within the enterprise-grade WLAN market,” the DOJ acknowledged.
The DOJ stated that if the deal have been to be accomplished, Cisco and HPE would management properly over 70% over the U.S. market, and that the deal would eradicate “fierce head-to-head competitors” between HPE and Juniper.
AI a centerpiece of HPE’s bid for Juniper
When the deal was introduced final January, HPE stated the acquisition would double its networking enterprise by including a major, although considerably overlapping, campus and data-center product lineup. Juniper’s enterprise networking enterprise was the biggest of its three core divisions – cloud, service supplier and enterprise – within the first quarter of 2022 for the primary time in Juniper’s historical past, and it has continued to develop since then.
The purchase is primarily about AI expertise for HPE. It might achieve Juniper’s cloud-based Mist AI household, which proactively manages wired and wi-fi networks. Throughout 2024, Juniper built-in the ChatGPT AI-based giant language mannequin (LLM) with Mist’s digital community assistant, Marvis. Marvis can detect, describe and assist repair myriad community issues, together with persistently failing wired or wi-fi purchasers, dangerous cables, access-point protection holes, problematic WAN hyperlinks, and inadequate radio-frequency capability.
Late in 2024, HPE CEO Antonio Neri stated on the HPE Uncover occasion in Barcelona: “Networking is likely one of the core tenants that’s going to allow and advance AI, and that’s not misplaced on us.”
“AI requires a contemporary networking basis, from consumer to cloud, to attach knowledge, and this basis might be each bit as necessary because the silicon in unlocking the ability and worth AI holds because the world transition to this sort of accelerated computing. A high-performance networking material is crucial, and we’re taking our networking place to a brand new stage, one that may disrupt the business and prolong our community and AI experience by leaps and bounds,” Neri stated.